01

BUSINESS DEVELOPMENT

Our business development unit may work with a client organization to assist with the following:

  • Corporate strategy and M&A / sale potential

  • Due diligence and oversight

  • Business financial planning, free cash flow analysis  and business valuation oversight services

  • Coordination of team of advisers

  • Management of legal advisers and guidance with billing, with focus on cost reduction and high quality

 
02

INVESTMENT STRATEGY AND

IMPLEMENTATION

  • Investment in liquid assets - considerations for allocation

  • Investments in illiquid assets such as real estate

  • Outright ownership of substantial stakes in businesses including minority investments and controlling stakes

  • Assistance with structuring transactions and development of protective clauses

  • Asserting our clients' rights in their investment companies, through seeking disclosure, transparency, corporate governance and rigorous financial management of investment target companies.

03

PRIVATE EQUITY

Our investments may span a wide range of geographic realms, industries and sectors around the world including some in a range of carefully selected private companies, both established and start-up. Some situations may be turnaround or restructuring opportunities and require deep knowledge of capital structures and expertise with local and international law. We take a constructive and cooperative approach with our investment targets, treating them as partners in need of capital and technologies. We uncover value by identifying great companies, or companies that can be great again, and enhancing their financial performance by providing long-term capital as well as management support to a management team that has vested interest in making success happen.

 

Our approach is not unique but our capabilities and international platform are. We are able to help our portfolio companies grow core businesses, launch new initiatives, make strategic acquisitions that can transform their competitive landscape and acquire new technologies and systems to cut costs. 

In some instances we may provide only capital, but in others we may provide a lot more. Prior to investing we conduct extensive due diligence to determine if we need to bring our special expertise of our Portfolio Ops Group to provide strategic guidance on a variety of operational improvements, including avoidance of competition through carving out of niche and market dominating products and services.

SWISS FINANCE HAS DEVELOPED GLOBAL CAPABILITIES, SOPHISTICATED TEAMS, ADVANCED TOOLS AND PROPRIETARY TECHNOLOGIES TO HELP OUR INVESTORS AND CLIENTS COMPETE AND ESTABLISH LEADERSHIP POSITIONS IN  THEIR BUSINESSES. PROVIDED THAT WE ARE PERMITTED UNDER APPLICABLE LAWS AND REGULATIONS IN A PROSPECTIVE CLIENT'S RELEVANT JURISDICATION, WE MAY PROVIDE THE FOLLOWING TYPES OF SERVICES IN CONJUNCTION WITH OUR GLOBAL AFFILIATES:

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04

FAMILY EDUCATION AND DEVELOPMENT High Net Worth / UHNW

You can work with our partners and/or affiliate companies to educate yourself and your family members regarding:

  • Your wealth management

  • Alternatives available to your wealth

  • Family business management and communications issues

  • Legal aspects of your businesses and investments including understanding of aspects of offering memorandums, complex agreements and regulatory filings.

  • Hedge funds and alternative investment vehicles

  • Private equity and illiquid assets

  • Entrepreneurship for junior members of a business oriented HNW/UHNW family

  • Mergers, acquisitions, sell offs and other strategic options for your businesses

  • Business, management and marketing skills for certain members of family

  • Analysis of financial statements

  • Macroeconomic analysis of global economic and geopolitical systems.

  • International tax and law

  • Structuring of international and cross border transactions

05

ASSET MANAGEMENT

OUR FOCUS ON THE PROTECTION OF OUR INVESTORS' CAPITAL IS REFLECTED IN OUR FUNDAMENTAL VALUES, OUR OPERATIONAL PLATFORM, OUR BUSINESS PROCESSES AND OUR PEOPLE. PROVIDED THAT WE ARE PERMITTED UNDER APPLICABLE LAWS AND REGULATIONS IN A PROSPECTIVE CLIENT'S RELEVANT JURISDICTION WE MAY BE ABLE TO ADDRESS THE COMPLEX NEEDS OF OUR INSTITUTIONAL INVESTORS FOR CUSTOMIZED OR TARGETED INVESTMENT SOLUTIONS AND THEIR PORTFOLIO OBJECTIVE OF UNCORRELATED, RISK-ADJUSTED AND CONSISTENT RETURNS.

06

SPECIAL SITUATIONS

Special Situations and Opportunities (Spec Ops) is an opportunistic investing platform seeking to capitalize on global investment opportunities that are time-sensitive, complex, or in dislocated markets where we believe risk and price are fundamentally mispriced. The Spec Opps team harnesses intellectual capital from across Swiss Finance's leading alternative asset franchise to invest across companies, industries and geographic realms. Our nimble constitution and flexible investment mandate allow us to pursue and dynamically manage certain deep value opportunities. Going forward Swiss Finance seeks to focus on less liquid opportunities because we believe they have potential for greater risk-adjusted, long-term return in the current climate.

07

SECONDARY PARTICIPATION

Institutional investors who enter the private equity investment portfolios on day one face several risks such as those related to blind pools, "J Curve", concentration and so forth. We may directly or through our affiliates and/or partners seek to mitigate many of these risks for our investors by acquiring suitable investments in secondary market that meet pre-defined conditions and requirements on industry concentration, sector diversification, cash flow durations and vintage years. We can also create specificity and eliminate blind pool issues by focusing on specific fund sponsors, geographies and growth profiles. This is achieved by utilizing Swiss Finance's broad network of global relationships and focusing on a detailed, bottom-up analysis of the portfolio companies. Our proprietary databases and networks allow us to be nimble and opportunistic in this area as well.

08

STRATEGIC EXIT PLATFORM

Strategic Partners Platform is our answer to problems of many investors in the secondary private equity market. Our goal is to provide institutional investors an opportunity to monetize and exit their illiquid investment holdings at a time they find appropriate or opportune. Provided that we are permitted under applicable law and regulation we may execute many types of transactions, from single fund transfers to complex portfolio exits, and work closely with our institutional partners to understand the unique circumstances of each situation and offer cost-effective alternatives that build long term relationships.

Investors value our ability to help them exit at the right time, and they are willing to seek our guidance and support as it relates to private fund commitments, co-investments and portfolio management of these holdings, some of which can be cumbersome to them.


Strategic Partners Plantform has dedicated secondary investment professionals located in financial centers, and leverages Swiss Finance's global presence. Our core group of senior professionals has worked together for over a decade. The team is supported by professionals in our entire franchise, including our expert legal, accounting and operations teams, dedicated to timely and cost-effective execution, monitoring and reporting of investment opportunities. We believe our innovative platform translates into a valuable solution for the dynamic secondary market because it seeks to provide the necessary capital and support in an expeditious manner.

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11

CORPORATE TEAM EDUCATION AND DEVELOPMENT

You can work with our partners and/or affiliate companies to educate yourself and your colleagues and team members regarding:

  • Accounting and cash flows in excel

  • Integrated financial modeling

  • Valuation for M&A and financing

  • Transaction structuring

  • Capital budgeting

  • Project financing

  • Presentation development for strategic financing or IPOs

  • Business management and communications issues

  • Legal / IP aspects of your businesses and investments including understanding of aspects of offering memorandums, complex agreements and regulatory filings.

  • Hedge funds and alternative investment vehicles

  • Private equity and illiquid assets

  • Mergers, acquisitions, sell offs and other strategic options for your businesses

  • Business, management and marketing skills

  • Analysis of financial statements

  • Macroeconomic analysis of global economic and geopolitical systems.

  • International tax and law

  • Structuring of complex international and cross border transactions

12

CEO AND CFO SERVICES FOR SMALL TO MEDIUM SIZE GROWTH ENTERPRISES

  • Handle a complex environment throughout the transformation in partnership with the board and investors

  • Handle high risk projects through different channels i.e media and investors

  • Prepare and strengthen the organization, structure and the processes through strong leadership and solid knowledge from various sectors

  • Professionalize the financial and business processes and provide an efficient reporting structure to support the long term goals

  • Develop technology solutions and platform to streamline operations and potentially reduce costs

  • Company Performance Evaluation

  • Growth Strategy Development

  • Proactive Industry Assessment

  • Sell Side Diligence

  • Evaluating the size and growth of expansion markets

  • Addressing new markets and organizational capabilities

  • Evaluating customer and product opportunities

  • Comparing organic growth alternatives

  • Researching acquisition candidates

  • Researching innovation based alternatives in the competitive landscape

*The listed investment, advisory and other capabilities and vehicles are not available in all jurisdictions. Additionally, not all investors are eligible to invest in each investment vehicle. For more information, contact us. 

09

RISK MANAGEMENT

Technology is a key component of risk management with us:

  • Value at Risk models

  • Project management software to conduct money manager due diligence

  • Position tracking software for global markets

  • Volatility tools

  • Correlation and regression models and related analysis technologies

10

APPLICATIONS RELEVANT TO FINANCIAL INSTITUTIONS

We use a range of technologies to implement applications that help financial institutions manage quality, manage databases, conduct financial and other research and check transactions. Our technology platforms include:

  • Uses of C++, Python, and other languages to develop algorithms for automation

  • Use of database languages to manage and analyze big data

  • Artificial intelligence and deep learning platforms

CONTACTS

Investor Relations

Investors@swissfinance.com

+41 44 585 20 09

Swiss Finance

Rue de Verbier Station 26

Arcades A, 1936 Verbier

Switzerland

157 Columbus Avenue, 5th Floor, Suite 510A

New York, NY 10023, United States

© 2004-2020 by Swiss Finance